"What is your client onboarding process?" - is a question we hear often.
No standardized process for onboarding clients exists in the Financial Planning space. Everyone's process is different!
But it does not have to be. Want to learn how Matthew Jarvis, CFP®, ChFC &
Micah Shilanski, CFP® onboard new clients and what happens during the first 12 months?
During this power session, Matthew Jarvis, CFP®, ChFC & Micah Shilanski, CFP® will teach Financial Advisors what goes into that 1st year working with a client especially when they practice Surge meetings.